FNCE 6905 - Financial Planning Capstone
(3 sem. cr.) In this course, students review content based on prior Certified Financial Planner™ (CFP®)* Certification exams on a variety of topics, including financial and insurance planning, investment planning and strategies, income taxes, and retirement planning. Students conduct research, discuss with peers, and analyze the answers to actual CFP® Certification exam items to gain a thorough understanding of the format, concepts, and principles on which exam questions are based, gaining confidence and preparedness for taking the CFP® Certification exam.
*CERTIFIED FINANCIAL PLANNER™ and CFP® are certification marks owned by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
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